Petros Family Wealth, LLC Purchases in Q4 2024

Petros Family Wealth, LLC

  • $92.7 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
LDOS
Leidos Holdings, Inc.

Technology
3.62K
New
$143.17 - $201.39 $518K - $729K
3.62K $521M
ORCL
Oracle Corp

Technology
3K
New
$165.41 - $192.43 $496K - $577K
3K $499M
QCOM
Qualcomm Inc

Technology
3.2K
New
$150.4 - $178.04 $481K - $569K
3.2K $491M
Arista Networks Inc
4.32K
New
N/A
4.32K $477M
SPGI
S&P Global Inc.

Financial Services
934
New
$480.36 - $529.17 $449K - $494K
934 $465M
AXP
American Express CO

Financial Services
1.55K
New
$267.35 - $305.57 $415K - $475K
1.55K $461M
WFC
Wells Fargo & Company

Financial Services
6.56K
New
$54.98 - $77.35 $361K - $507K
6.56K $461M
NEE
Nextera Energy Inc

Utilities
6.41K
New
$69.77 - $85.43 $447K - $548K
6.41K $460M
GS
Goldman Sachs Group Inc

Financial Services
771
New
$486.1 - $608.57 $375K - $469K
771 $441M
ETN
Eaton Corp PLC

Industrials
1.33K
New
$326.96 - $377.52 $435K - $502K
1.33K $441M
CAT
Caterpillar Inc

Industrials
1.1K
New
$360.37 - $416.88 $396K - $459K
1.1K $399M
PGR
Progressive Corp

Financial Services
1.66K
New
$239.6 - $268.88 $398K - $447K
1.66K $398M
IEFA
Ishares Tr

ETFs
5.62K
New
$70.06 - $77.43 $394K - $435K
5.62K $395M
LMT
Lockheed Martin Corp

Industrials
809
New
$479.66 - $614.62 $388K - $497K
809 $393M
USB
Us Bancorp \De\

Financial Services
8.2K
New
$43.98 - $53.66 $361K - $440K
8.2K $392M
PRI
Primerica, Inc.

Financial Services
1.43K
New
$265.71 - $304.93 $379K - $435K
1.43K $387M
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
2.32K
New
$165.45 - $196.93 $384K - $457K
2.32K $385M
HON
Honeywell International Inc

Industrials
1.69K
New
$202.84 - $236.0 $344K - $400K
1.69K $383M
AMD
Advanced Micro Devices Inc

Technology
3.15K
New
$118.88 - $172.8 $374K - $544K
3.15K $380M
BKNG
Booking Holdings Inc.

Consumer Cyclical
74
New
$4100.99 - $5300.34 $303K - $392K
74 $368M
AXON
Axon Enterprise, Inc.

Industrials
617
New
$399.22 - $689.78 $246K - $426K
617 $367M
FDX
Fedex Corp

Industrials
1.29K
New
$260.5 - $305.15 $336K - $394K
1.29K $363M
V
Visa Inc.

Financial Services
1.11K
New
$273.87 - $320.91 $305K - $357K
1.11K $351M
SBUX
Starbucks Corp

Consumer Cyclical
3.79K
New
$87.44 - $102.5 $331K - $388K
3.79K $345M
JCI
Johnson Controls International PLC

Industrials
4.33K
New
$74.23 - $86.6 $321K - $375K
4.33K $342M
FCN
Fti Consulting, Inc

Industrials
1.77K
New
$190.39 - $231.2 $336K - $408K
1.77K $337M
IR
Ingersoll Rand Inc.

Industrials
3.66K
New
$90.46 - $105.35 $331K - $385K
3.66K $331M
BK
Bank Of New York Mellon Corp

Financial Services
4.12K
New
$70.82 - $81.87 $292K - $337K
4.12K $316M
TDG
Trans Digm Group Inc

Industrials
249
New
$1239.0 - $1442.53 $309K - $359K
249 $316M
CDNS
Cadence Design Systems Inc

Technology
1.04K
New
$249.1 - $324.54 $260K - $339K
1.04K $314M
GRMN
Garmin LTD

Technology
1.52K
New
$161.91 - $220.77 $246K - $335K
1.52K $313M
GWW
W.W. Grainger, Inc.

Industrials
293
New
$1023.06 - $1220.93 $300K - $358K
293 $309M
MA
Mastercard Inc

Financial Services
576
New
$491.3 - $536.15 $283K - $309K
576 $303M
EME
Emcor Group, Inc.

Industrials
666
New
$427.96 - $526.95 $285K - $351K
666 $302M
Linde PLC
722
New
N/A
722 $302M
PWR
Quanta Services, Inc.

Industrials
917
New
$296.05 - $346.6 $271K - $318K
917 $290M
GOLF
Acushnet Holdings Corp.

Consumer Cyclical
4.08K
New
$60.17 - $75.64 $245K - $308K
4.08K $290M
CBRE
Cbre Group, Inc.

Real Estate
2.2K
New
$119.22 - $140.71 $262K - $309K
2.2K $288M
ITOT
Ishares Core S&P Total U.S. St

ETFs
2.24K
New
$124.26 - $134.12 $278K - $300K
2.24K $288M
KMI
Kinder Morgan, Inc.

Energy
10.5K
New
$22.59 - $28.54 $237K - $300K
10.5K $288M
BR
Broadridge Financial Solutions, Inc.

Technology
1.27K
New
$209.64 - $236.44 $267K - $301K
1.27K $288M
MC
Moelis & CO

Financial Services
3.83K
New
$65.74 - $80.49 $252K - $308K
3.83K $283M
TTC
Toro CO

Industrials
3.49K
New
$80.1 - $88.44 $280K - $309K
3.49K $280M
FISV
Fiserv Inc

Technology
1.36K
New
N/A
1.36K $279M
IWR
Ishares Russell Mid Cap ETF

ETFs
3.1K
New
$87.25 - $95.52 $270K - $296K
3.1K $274M
GILD
Gilead Sciences, Inc.

Healthcare
2.93K
New
$83.95 - $97.9 $246K - $287K
2.93K $271M
SO
Southern CO

Utilities
3.17K
New
$81.5 - $94.15 $258K - $299K
3.17K $261M
MSI
Motorola Solutions, Inc.

Technology
564
New
$449.08 - $504.6 $253K - $285K
564 $261M
ECL
Ecolab Inc.

Basic Materials
1.1K
New
$234.32 - $261.43 $259K - $289K
1.1K $259M
Activity Summary
Buys All Purchases 129 New Holdings 129 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 1 Puts 0
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